Find Tax Preparation Projects on Upwork with Vollna

I’m looking for an experienced tax professional to help file my taxes for 2023–2025. I’m an actor, content creator, and freelancer with income from 1099 work, brand deals, commercials, residuals, and social media content. My bookkeeping and expense organization have already been completed, so I mainly need someone who can review everything, make sure it’s accurate, and properly prepare/file the returns. Ideally looking for someone familiar with working with creatives, entertainers, freelancers, or LLCs who can also help ensure I’m maximizing legitimate deductions and staying compliant moving forward.

Summary
We need a licensed CPA or Enrolled Agent with experience in employment taxes to help a small company with tax reporting for a payment made to an individual in 2025.

We need help determining the correct tax treatment, preparing and filing the appropriate forms (W-2 and/or 1099), calculating any employer-side tax obligations, and ensuring compliance with both federal (IRS/SSA) and California state requirements.

This is a one-time engagement involving a single payment to one individual. All details will be provided upon hire.

What We Need:

- Guidance on proper classification and tax treatment of the payment
- Preparation and filing of the appropriate tax forms
- Calculation of any employer-side taxes or obligations owed
- Advice on any late filing considerations
- Federal and California state compliance

Ideal Candidate:

- Licensed CPA or Enrolled Agent
- Experience with employment taxes, W-2s, 1099s, and payroll tax obligations
- Familiar with California state tax reporting (EDD, FTB)
- Responsive and available for VERY quick turnaround

School Financial Statement. Need a California Board approved CPA.

I need a qualified US CPA or Enrolled Agent (EA) to prepare and e-file the 2025 federal and state tax returns for a small multi-member LLC in New Mexico.
LLC Details:

Member-managed LLC registered in New Mexico
3 members – all individuals, 100% non-US residents
Pass-through entity (partnership)
Registered Agent: ZenBusiness
Only passive income: real estate dividends, securities/investments via Interactive Brokers, and Citibank checking account
Total assets ≈ USD 70,000
No US operations, no employees, no Effectively Connected Income (ECI) expected
We want to opt out of the BBA regime (small partnership)

Required Services:

Prepare and e-file Form 1065 + Schedules K-1 (per member) + any required K-2/K-3
Evaluate and apply opt-out of BBA (no Partnership Representative needed)
New Mexico state return if applicable
Any required withholding forms (8804 and 8805) if necessary

Requirements:

Must be a licensed US CPA or Enrolled Agent (please provide your CPA/EA license number and issuing state)
Must speak fluent Spanish (conversations and reports)
Experience with foreign-owned LLCs and non-resident partners is mandatory
Ability to prepare and e-file directly with IRS
Fixed-price quote preferred

Please send your quote, estimated turnaround time, and confirm you meet all the above requirements. Serious proposals only. I will provide all necessary documents (brokerage statements, bank statements, etc.).

Previous CPA budget: USD 300
------------------------------------------------------
Necesito un CPA o Enrolled Agent estadounidense calificado para preparar y presentar electrónicamente las declaraciones de impuestos 2025 de una LLC multimiembro en Nuevo México.
La LLC tiene 3 miembros (todos individuos extranjeros no residentes), solo ingresos pasivos, activos de aprox. USD 70.000 y desea optar out del BBA. Debe hablar español fluido y poder firmar/preparar para e-file. Favor indicar número de licencia CPA/EA.

We are seeking a qualified Certified Public Accountant (CPA) to assist with our financial reporting, tax preparation, and audit compliance. The ideal candidate will have experience in managing corporate financial records, ensuring compliance with laws and regulations, and providing strategic financial advice. Strong communication skills and the ability to work independently are essential. If you are detail-oriented and have a proven track record in accounting, we would love to hear from you!

• Describe your recent experience with similar projects

We are seeking a skilled bookkeeper to manage our financial records and file taxes for our US C Corporation. The ideal candidate should have a deep understanding of corporate accounting practices, tax regulations, and financial reporting. Responsibilities include tracking income and expenses, preparing financial statements, and ensuring compliance with federal and state tax laws. Strong attention to detail and proficiency in accounting software are required. If you are organized, reliable, and have a proven track record in bookkeeping for corporations, we want to hear from you!

Accountant for UK Companies — Remote, Long-Term Role

We're looking for a reliable accountant to join us on a permanent, ongoing basis to handle the full accounting cycle for our UK Ltd companies.

Engagement: Long-term, monthly retainer
Budget: $1,500 / month — all inclusive (Upwork/Fiverr fees and your local taxes are on your side)
Location: Any country
Time zone: Preferably CIS region (UTC to UTC+5) for easy overlap
Languages: English and Russian (both required)

Responsibilities

1. Bookkeeping for UK Ltd companies
2. Payroll processing and RTI submissions to HMRC
3. VAT registration and quarterly VAT returns (MTD-compliant)
4. CIS: calculations, deductions, and monthly returns to HMRC
5. Year-end accounts — both full accounts and abridged accounts
6. Balance sheet preparation
7. Invoicing and invoice tracking

Requirements

1. Proven experience working with UK companies and HMRC
2. Solid understanding of UK GAAP (FRS 105 / FRS 102)
3. Hands-on experience with cloud accounting software (Xero / QuickBooks / FreeAgent / Sage)
4. Fluent written English for HMRC and counterparty communication
5. Working Russian for internal team communication
6. Reliability with filing deadlines

Nice to Have

1. Registered HMRC agent (able to file on the client's behalf)
2. ACCA / AAT / ACA qualification
3. CIS experience (construction industry)

What We Provide

1. Access to accounting software and HMRC portal
2. Source documents and primary records
3. Direct contact with company directors

To Apply, Please Share

1. A short overview of your UK accounting experience (years, types of companies)
2. Which accounting software you use day-to-day
3. Whether you're a registered HMRC agent
4. Examples of CIS / payroll / VAT work you've handled
5. Your time zone and availability

Fox Financial is a growing firm delivering outsourced accounting and financial services to a diverse client base. We're seeking a detail-oriented Staff Accountant to join our team and play a key role in managing day-to-day accounting, tax preparation, and financial reporting for our clients. This role also offers a clear path into FP&A for the right candidate.
What You'll Do:

Categorize transactions and reconcile bank accounts using QuickBooks Online
Prepare monthly financial statements and client-facing reports
Manage accounts payable and receivable processes
Assist in budget preparation, forecasts, and dashboards using Jirav
Prepare individual and business tax returns
Communicate directly with clients regarding their financials
Ensure compliance with accounting standards and regulations
Collaborate cross-functionally to improve financial processes

What We're Looking For:

2+ years of accounting experience (public accounting or outsourced preferred)
Proficiency in QuickBooks Online — required
Experience with individual and business tax preparation
Strong understanding of GAAP
Excellent communication skills — you'll be client-facing
Self-starter who can manage multiple clients and deadlines
Interest in FP&A and financial planning tools is a strong plus
Experience with Jirav a bonus, but not required

To be considered for this position, please upload samples of the following work product (client names and sensitive data may be redacted):

Bank Reconciliation – A completed bank rec you personally prepared
Balance Sheet – A client or company balance sheet you were responsible for
Profit & Loss Statement – A P&L you prepared or owned
General Ledger Detail – A GL detail report from a period you managed

Note: You may black out or anonymize any confidential client information. We're looking to evaluate your formatting, attention to detail, and the quality of your work — not the underlying data.

• Describe your experience working in outsourced accounting or managing books for multiple clients simultaneously. How do you stay organized across clients?
• Please list any certifications related to this project

We are seeking a skilled tax professional to assist with US tax filing for freelancers. The ideal candidate will have experience in tax preparation and accounting, with a strong understanding of tax laws and regulations. Responsibilities include preparing and filing tax returns, ensuring compliance with tax laws, and providing guidance on tax-related matters. This is a part-time role with a project scale of small, expected to last less than a month.

I'm a non-US resident who formed a single-member Wyoming LLC in late 2025. The LLC has had zero activity — no bank account, no income, no transactions, no operations. I want to dissolve it cleanly and need help with the tax filings.

I'm open to breaking this into phases — starting with the 2025 filing first, then handling the 2026 final return and EIN closure separately once the dissolution is complete. Quotes can be staged accordingly.

What I need (can be phased):

Phase 1 — 2025 filing (priority):
1. Late-filed 2025 Form 5472 + pro forma 1120 for a foreign-owned disregarded entity
2. Reasonable cause statement drafted as an enclosure (April 15 deadline was missed)
3. First Time Abate request under IRM 20.1.9.5.5(3)(b) where applicable

Phase 2 — Dissolution (later, after state dissolution is filed):
4. Final 2026 Form 5472 + pro forma 1120 marked "FINAL"
5. EIN deactivation letter drafted for me to mail to the IRS
6. Guidance on sequencing the state dissolution and federal returns

Entity profile:
- Single-member Wyoming LLC, formed December 2025
- Zero activity since formation
- Owner is a non-resident foreign individual with no SSN or ITIN
- LLC has an EIN issued January 2026
- State dissolution being handled separately

Requirements for applicants:
- Must be a US-licensed CPA or IRS Enrolled Agent with verifiable PTIN
- Experience with foreign-owned single-member LLC filings (Form 5472 + pro forma 1120)
- Familiar with IRM 20.1.9.5.5 reasonable cause provisions for international information returns
- Email-based communication (not consulting calls)

Please include in your proposal:
1. Your name and PTIN for IRS directory verification
2. Flat fee quote per phase (or bundled if cheaper)
3. Estimated timeline
4. Brief experience summary with non-resident foreign-owned LLCs

Budget: Open to fair pricing for licensed US practitioners.

Seeking a skilled freelancer to handle business taxes for an LLC, focusing on federal and New York state tax preparation. Responsibilities include ensuring compliance with tax laws, preparing tax returns, and providing guidance on tax strategies. The ideal candidate will have experience in corporate tax and accounting, with a strong understanding of tax regulations.

Title: Part-Time QuickBooks Bookkeeper (Approx. 5 Hours/Month)

We’re looking for a reliable and detail-oriented bookkeeper to support our business for approximately 5 hours per month using QuickBooks Online.

Scope of Work

Transaction Categorization & Reconciliation
Import and categorize bank and credit card transactions
Reconcile:
Business checking accounts
Credit cards
Payment processors (Stripe, PayPal, Square, etc.)
Flag uncategorized or unusual transactions
Maintain chart of accounts consistency
Accounts Receivable / Payables Support
Track unpaid invoices
Provide simple aging summaries
Enter bills and expenses
Flag overdue vendor payments
Monthly Financial Reports
Prepare and deliver:
Profit & Loss Statement
Balance Sheet
Cash balance summary
Brief notes on major changes or issues
Cleanup & Compliance Support
Receipt matching and document organization
Sales tax prep support (filing not included unless separately agreed)
Maintain records for CPA/tax preparation
Identify missing transactions or duplicate entries

Not Included in Scope

Payroll processing
Tax filing
CFO/forecasting work
Budgeting
Collections
Vendor management
Complex accrual accounting
Audit support
Catch-up bookkeeping
Daily bookkeeping
Inventory accounting

Requirements

Strong QuickBooks Online experience
Experience reconciling multiple payment processors preferred
High attention to detail and responsiveness
Ability to work independently and communicate clearly

To Apply
Please answer the questions.

• How many years of quick books online experience have you had?
• What types of businesses do you typically support?
• How do you typically handle uncategorized or unclear transactions?
• Can you provide sample monthly reports or examples of bookkeeping workflows?
• What information or access would you need to get started?

We are seeking a detail-oriented freelancer to file our LLC's biennial taxes. The ideal candidate will ensure compliance with all tax regulations and deadlines. Responsibilities include preparing and submitting tax forms, managing tax-related documents, and providing guidance on tax obligations. Experience with tax software and a strong understanding of tax laws are essential.

We are looking for an expert U.S. tax preparer — CPA, EA, or highly experienced international tax professional — who can both advise on and prepare the appropriate U.S. tax returns for a Macao citizen/resident who transitioned held 2 different visa's (tourist and student) in 2025. This person met the substantial presence test for the first time in 2025.

Seeking advice involving individual international tax filing issues, possible nonresident/resident/dual-status analysis, availability of business expense deductions when holding this type of Visa, C-corp startup or organizational expenses, and determining whether 2025 expenses belong personally, on Schedule C, or with the C-corp. The client had no business income in 2025, so we need someone who can analyze the facts and then prepare the return correctly.

Must be able to prepare and file U.S. tax returns, not just provide advice
Strong experience with Form 1040-NR / 1040 / dual-status returns
Experience with F-1 student tax rules
Experience with O-1 visa transitions
Experience with Macao/Hong Kong/China cross-border tax issues
Experience with C-corp startup and organizational expenses
Comfortable coordinating with an immigration attorney if needed
CPA, EA, or attorney strongly preferred

Need urgent help with a late IRS filing for a foreign-owned US LLC.

Details:

Wyoming single-member LLC
Owned by German tax resident (non-US)
Formed Sept 2025
Florida foreign registration
Limited business activity
Owner paid startup/business expenses personally
Company also paid owner

Need help confirming required filings (likely Form 5472 + pro forma 1120), assessing late filing exposure, and preparing filing ASAP.

Please quote total fixed price.

We are seeking a seasoned CPA Manager to lead accounting, financial reporting, auditing, and tax preparation for our multi‑entity organization, powered by our AI‑driven accounting and tax platform «[Your AI System Name]». In this role, you will own the month‑end close, external/internal audits, and tax compliance life‑cycle, while leveraging AI to automate routine tasks, improve accuracy, and strengthen audit readiness. You will work across US GAAP, EU‑IFRS, and China GAAP (CAS), ensuring our financials and tax filings are efficient, compliant, and audit‑ready.

This position is ideal for a hands‑on CPA who enjoys both technical accounting and tax work and leading a small team in an AI‑assisted environment.

We are seeking an experienced Bookkeeper with strong property management accounting experience to support a growing Chicago-based real estate operation.

About Us

- Approximately 45 residential units
- Self-managed portfolio
- Buildium is the primary accounting and property management platform
- Corporate accounting for is currently maintained separately
- Transitioning to stronger internal controls and property-level banking structure

Core Responsibilities

- Daily bank and credit card reconciliations
- Full monthly reconciliations and month-end close
- Buildium bookkeeping and ledger review
- Accounts payable and expense categorization
- Financial reporting preparation
- Budget vs. actual reporting
- Vendor invoice review and organization
- Review and cleanup of historical accounting discrepancies (if needed)
- Coordination with CPA during year-end and tax preparation
- Maintain strong documentation and audit trail procedures

Required Experience

- Extensive experience with Buildium accounting
- Buildium Property management bookkeeping experience is required
- Understanding of trust accounting and reconciliations
- Experience supporting real estate investors and/or property management companies
- Strong understanding of the chart of accounts structure
- Ability to identify duplicate, missing, or misclassified transactions
- Experience with multi-entity structures preferred
- Strong communication and reliability are critical

Preferred

- Experience with Zoho Books or QuickBooks Online for corporate accounting
- Experience working with owner-operated real estate portfolios
- Experience creating bookkeeping SOPs and workflows

Important Notes

- Buildium is the source of truth for all property-level accounting
- Attention to detail and consistency are extremely important
- We are looking for a long-term operational fit, not transactional bookkeeping support

To Apply

Please provide:

1. Your experience with Buildium
2. Number of units/properties managed
3. Examples of reconciliation workflows you have handled
4. Experience with property management trust accounting
5. Availability and preferred working hours
6. Whether you work independently or as part of a team

• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)
• How will you suggest improvements if you disagree with an existing process?
• How would you measure or assess a potential problem?

We are looking for an experienced Bookkeeper for us, operating in Canada & USA.

Responsibilities:

Manage bookkeeping and daily accounting entries
Reconcile bank, credit card, fuel card, and factoring statements
Handle AP/AR and invoicing
Prepare payroll data and maintain records
Manage HST/GST-related records
Work with Waves and Excel
Organize financial reports and documents

Requirements:

Minimum 2 years bookkeeping experience
Strong knowledge of Canadian bookkeeping/accounting
Good communication and attention to detail
Able to work independently and meet deadlines

Please include:

Your experience
Software you use
Availability
Hourly/monthly rate
Any trucking industry experience

Hi, I have an LLC in the U.S. and unfortunately missed the tax filing deadline and did not file an extension. I am looking for an experienced U.S. tax expert who can prepare and submit the required forms and also draft and send a First-Time Penalty Abatement request letter to the IRS. Please apply only if you have prior experience handling U.S. LLC tax filings and IRS penalty relief matters.

I am looking for a highly skilled, detail-oriented freelancer to review, clean up, optimize, and professionally structure an existing Excel workbook for German tax preparation purposes.

The workbook is related to my German Einnahmenüberschussrechnung / EÜR for the years 2023 and 2024. It covers two separate self-employed business areas:

Educational services: Treated as VAT-exempt educational income.

Musician: Including music-related income and expenses, studio costs, software, equipment, production tools, studio purchases, and related business expenses.

The Excel file already exists and has been extensively prepared. This is not a full rebuild from scratch. I need an expert-level final review, cleanup, restructuring, formatting, and plausibility check to make the workbook as clean, transparent, consistent, and tax-ready as possible.

Your Tasks:

Review the entire workbook for internal consistency.

Check that the dashboard, EÜR sheets, booking journal, receipt register, asset register, VAT logic, and control totals reconcile correctly.

Remove unnecessary numbers, duplicate positions, reversals, chargebacks, internal transfers, and any transactions without EÜR relevance.

Ensure that private expenses are fully excluded.

Ensure that only confirmed business-related income and expenses are included.

Review and improve the structure of the workbook so that a third party can immediately understand the logic.

Check formulas, references, totals, filters, formatting, print areas, and sheet structure.

Improve the workbook visually and professionally without changing the confirmed tax logic unnecessarily.

Clearly document any remaining open issues, risks, inconsistencies, or tax treatment questions.

Make sure the file is conservative, transparent, and defensible.

Important Context:

The workbook already includes:

Separate EÜR sections for 2023 and 2024

Separate areas for lessons and musician activity

Cleaned booking journal

Income and expense classification logic

Receipt register

Asset register / depreciation logic

VAT logic

Control totals

Dashboard / overview sheets

Documentation of excluded private expenses

Documentation of a bank account change

Some special cases must be handled carefully:

Educational lessons income is VAT-exempt.

Private expenses such as groceries, restaurants, Apple, Amazon/Klarna/Riverty without clear business relation, private rent, private energy, private loans, salary payments, and personal transfers must remain excluded.

Certain studio-related exceptions are intentionally included, such as Bauhaus purchases for the studio and gallery material for DBS room design.

Larger music equipment must be handled conservatively through asset register / depreciation logic.

Foreign currency and reverse-charge cases must not be guessed or treated as standard German VAT items.

PayPal and bank transactions must not be counted twice.

What I Need From You:

At the end of the project, please provide:
A cleaned, optimized, professionally structured Excel workbook

A short summary of all changes made

A list of any remaining open issues, risks, or questions

Ideal Freelancer Profile:

Strong Excel skills

Experience with accounting workbooks, bookkeeping preparation, or tax-related data cleanup

Excellent attention to detail

Ability to identify inconsistencies, duplicates, and non-relevant transactions

Understanding of German EÜR, VAT logic, or willingness to work carefully with documented rules

Conservative and transparent working style

Comfortable working with sensitive financial data

Fluent English; German knowledge is a strong plus

Important: This project requires precision. I do not want aggressive tax optimization or cosmetic cleanup that hides issues. I want a clean, transparent, defensible workbook where every included figure is understandable and every exclusion is logical.

Please apply only if you are highly reliable, structured, and comfortable reviewing financial Excel files at a professional standard. You need to start working today as we need to finish the project until Monday.

I am looking for a CPA or EA with direct experience preparing charitable remainder unitrust (CRUT) returns and Form 5227.

I believe an existing CRUT return/draft may have incorrectly treated retained capital gains as taxable within the trust, potentially resulting in substantial trust-level tax.

At this stage, I am looking for a technical diagnostic review only, not yet a full amended-return engagement.

Initial scope:

* review existing CRUT return/draft
* assess whether treatment appears correct
* determine whether amendment may be needed
* estimate likely scope of corrective work if required

Please respond only if you have direct experience with Form 5227, CRUTs, or other split-interest trusts.

Please include:

* approximately how many Form 5227 returns you have personally prepared
* whether you have handled retained capital gains issues inside CRUTs

I am looking for real experience in this specific area, not general tax preparation.

I keep my business books in Xero but need a seasoned bookkeeper to handle the full tax-preparation cycle. The assignment centres on three priorities: filing current federal and state returns, reviewing the last two years for missed deductions or errors, and laying out a forward-looking tax-planning strategy so we minimise liability before the next year-end.

You’ll work directly in my live Xero ledger, reconciling any loose ends and generating all schedules required for compliance. The scope does not include payroll or day-to-day data entry; it is strictly tax.

Deliverables
• Reconciled Xero file, year-end ready
• Completed and e-filed federal & state returns with supporting workpapers
• Written analysis of prior returns with correction recommendations
• Actionable 12-month tax-planning report

A solid grasp of U.S. small-business rules—depreciation, pass-through entities, and estimated payments—is essential. Let me know your credentials, timeline, and preferred method for secure document transfer so we can get started this week.

Skills: Accounting, MYOB, Financial Analysis, Bookkeeping, Xero, Tax Compliance, Tax Preparation, Financial Consulting

The Doctrine Theory Engine (DTE) is a governed execution operating system being operationalized initially for Peach State CPA Group as an internal production environment for tax preparation, financial reconstruction, recurring CFO reporting, workflow orchestration, operational diagnostics, document governance, dashboard management, AI-assisted execution, CRM operations, and operational automation.

This is NOT a generic AI chatbot project and it is NOT a traditional SaaS rebuild engagement.

The architecture, governance standards, workflow logic, operational artifacts, engineering specifications, phase sequencing, service-line structure, implementation manuals, dashboard concepts, and Claude/OpenAI operationalization framework are already extensively designed and documented.

The primary objective of this engagement is to operationalize and implement the existing system quickly and intelligently using Claude/OpenAI tooling, workflow systems, dashboards, automations, CRM infrastructure, integrations, and selective coding where necessary.

This is a collaborative implementation engagement. The founder remains the architect, doctrine owner, and operational decision maker. The contractor acts as the technical builder, implementation partner, systems integrator, workflow operationalization partner, troubleshooting partner, and implementation accelerator.

The immediate objective is Stage 1:
a fully operational internal Peach State DTE operating system.

The system should support:

multi-client operational management,
workflow orchestration,
engagement status management,
document inventory,
evidence mapping,
missing item tracking,
readiness tracking,
CPA judgment tracking,
workflow execution support,
TaxDome communication packet generation,
operational dashboards,
workflow automation,
CRM integration,
website and landing-page infrastructure,
lead generation funnels,
webinar funnels,
book marketing infrastructure,
operational QA,
training,
and turn-key operational readiness.

The desired implementation approach is:

Claude/OpenAI-first operationalization,
low-code/no-code where practical,
selective coding only where necessary,
operational efficiency,
fast implementation cycles,
strong workflow usability,
clean repository organization,
dashboard usability,
and maintainable long-term operational infrastructure.

This is NOT intended to become a massive custom-coded enterprise SaaS platform during Stage 1.

Future commercialization and broader SaaS expansion may occur later after the internal operational model is fully proven and pressure-tested.

Current desired system components include:

Claude Projects / Claude operationalization,
GitHub / GitHub Desktop,
Supabase or similar backend infrastructure,
PostgreSQL basics,
workflow automation,
dashboard systems,
operational cockpit/dashboard,
Notion,
HubSpot CRM,
Zapier and/or Make,
landing pages,
operational website infrastructure,
lead magnet systems,
webinar infrastructure,
operational automations,
testing frameworks,
QA workflows,
deployment workflows,
and implementation documentation/training.

The engagement is expected to be highly collaborative and execution-oriented.

The ideal partner:

understands AI operationalization,
understands workflow systems,
understands implementation acceleration,
understands operational dashboards,
understands integrations,
understands CRM and automation infrastructure,
understands troubleshooting,
can think systemically,
can work rapidly,
can adapt,
and does not default to overengineering or unnecessary custom coding.

Strong preference for candidates with experience in:

Claude,
Claude Code,
ChatGPT/OpenAI,
AI workflow systems,
workflow automation,
operational dashboards,
GitHub,
Supabase,
Next.js or React familiarity,
Notion,
HubSpot,
Zapier,
Make,
deployment systems,
operational tooling,
prompt engineering,
internal tools,
AI-assisted workflows,
and implementation troubleshooting.

This engagement may include:

live collaborative working sessions,
screen-sharing,
implementation planning,
repository setup,
dashboard implementation,
operational workflow wiring,
workflow refinement,
testing,
troubleshooting,
training,
documentation,
and operational handoff preparation.

The founder expects to remain highly involved throughout implementation and available for ongoing clarification, testing, approvals, workflow guidance, operational validation, and implementation feedback.

The current target is a rapid operationalization cycle focused on execution speed, usability, operational quality, maintainability, and practical business deployment — not theoretical planning or prolonged discovery phases.

Need expert tax advice for context I have a director in our US company (US C corporation) who is working out of Canada.

He does not have any tax liability in the USA

He needs advice on his personal tax situation in Canada, how to organize his books, categorize his income and file taxes with the CRA

An expert is needed - must know the CRA rules really really well, must have experience with US based income. Books, tax strategy, etc.

We are looking for a general bookkeeper to consolidate the books and organize each transaction in QB. We have multiple LLCS and each entity has its own bookkeeping in QB. Most of our entities are in the real estate sector.

• Describe your recent experience with similar projects

We are a Delaware LLC looking to expand and sell products in Poland.

From what we understand, in order to sell successfully in the Polish market, it is very important to have access to local payment methods such as BLIK or Przelewy24 (P24).

We are looking strictly for someone based in Poland who has experience with:

Opening or helping foreign companies access BLIK / P24
Polish payment processors
Ecommerce/payment setup in Poland
Local business/payment regulations

Please contact us only if you are actually based in Poland and truly understand this process.

We do not want to waste time with people who are not familiar with the Polish market or cannot realistically help.

If you have experience helping foreign companies enter Poland, send us:

Your experience
What solution you can offer
Estimated timeline
Estimated costs

Thank you.

I do ecommerce and need someone who has experience in gst filing to file yearly return and also to file itr.

I also own a saas company and filing for it also to be done

I am looking for a nonprofit tax accountant who can do annual 990 filings, monthly sales tax filings, state filings, unemployment reports, payroll filings, etc. and must be very familiar with MyTaxIllinois.

Must be experienced and please give an estimate of the hours required per month to handle these filings.

I am an EU citizen whose Canadian LLP company owns a company in Indonesia. (no business activity, no employees) The company bought a villa in Bali. I don't have a personal bank account in Indonesia, only corporate. Currently, I am the director of my company and have an investor KITAS. I got my NPWP 1-2 weeks ago. However, I need to remove myself as director, cancel the NPWP and cancel my KITAS in June. Looking for help with that.

We are seeking an experienced Australian bookkeeper/tax specialist to assist with a complex multi-entity compliance catch-up project. This role requires deep knowledge of Australian tax law, ATO/MyGov portals, GST/BAS obligations, CGT, and trust structures.

OVERVIEW
This engagement covers three entities - a Pty Ltd company, a discretionary family trust, and an individual (personal tax returns) - plus a dormant SMSF to review.

PTY LTD COMPANY
- 3-4 overdue BAS quarters to finalise and lodge via the ATO MyGov Business Portal
- Most quarters are largely prepared; final review, reconciliation, and lodgement required
- Bank reconciliation across: Macquarie business account, ANZ account (mixed personal/business transactions), ANZ debit card account, Wise account, and a foreign exchange platform (USD supplier payments)
- Source documents are primarily Google Sheets/PDF invoices; some Xero use (light)
- Prepare P&L and balance sheet financial reports

PERSONAL TAX (INDIVIDUAL)
- 2-3 years of individual income tax returns to prepare and lodge
- Sources include: group certificates, trust distributions, expense lists, overlapping bank statements
- ATO debt review and negotiation guidance helpful

DISCRETIONARY FAMILY TRUST
- Property sale CGT treatment (50% discount applied - asset held over 12 months)
- Small Business CGT concession documentation (approx. $300k reinvested into the Pty Ltd)
- Mortgage statements, deductions, and supporting documentation review

SMSF
- Check current ATO status (fund may be inactive/cancelled)
- Advise on viability and any outstanding compliance obligations

WHAT WE NEED
- Lodge overdue BAS via MyGov (we have prior experience with A1/B1/C1 fields)
- Reconcile multiple accounts from supplied bank statements (PDF/CSV)
- Prepare financial reports for the company
- Prepare individual tax returns
- Trust CGT and small business concession documentation
- SMSF status check and advice
- Previous bookkeeper files available for handover

REQUIREMENTS
- Strong knowledge of Australian tax law (GST, BAS, CGT, small business CGT concessions, trust distributions)
- Proven experience lodging via ATO/MyGov portals
- Xero experience helpful (light use - most records are Google Sheets and PDF invoices)
- Experience with multi-entity structures (company + trust + individual + SMSF)
- Comfortable working from bank statements and PDF/spreadsheet source documents
- Foreign currency reconciliation experience a bonus

PLEASE INCLUDE IN YOUR PROPOSAL
- Your experience with Australian multi-entity tax compliance
- Your familiarity with BAS catch-up lodgements via MyGov
- Your estimated approach and timeline
- Your hourly rate or a fixed-price estimate for the full scope

We are seeking an experienced company registration or tax consultant to assist with a specific tax-related matter. Detailed information will be provided to pre-qualified freelancers. Your expertise will help ensure compliance and effective handling of this situation.